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Everest Group
EG

Overview Fund Activity

404 hedge funds and large institutions have $8.84B invested in Everest Group in 2018 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 135 increasing their positions, 173 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
-34
Holders Change %
-7.76%
% of All Funds
9.25%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
32
Increased
135
Reduced
173
Closed
59
Calls
$14.1M
Puts
$16.9M
Net Calls
-$2.74M
Net Calls Change
-$11.1M

Top Buyers

1
SOMRS
State of Michigan Retirement System
Michigan
+$183M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$145M
3
Franklin Resources
Franklin Resources
California
+$60.4M
4
AllianceBernstein
AllianceBernstein
Tennessee
+$55M
5
CIP
Champlain Investment Partners
Vermont
+$36M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
-$82.6M
2
Man Group
Man Group
United Kingdom
-$79.4M
3
Boston Partners
Boston Partners
Massachusetts
-$42.8M
4
SCP
Seizert Capital Partners
Michigan
-$34.4M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
-$33.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$968M +$9.13M +39,958 +1%
BlackRock
2
BlackRock
New York
$739M +$6.88M +30,095 +0.9%
Boston Partners
3
Boston Partners
Massachusetts
$543M -$42.8M -187,423 -7%
AllianceBernstein
4
AllianceBernstein
Tennessee
$501M +$55M +240,860 +12%
State Street
5
State Street
Massachusetts
$451M +$21.1M +92,285 +5%
VVP
6
Vulcan Value Partners
Alabama
$428M +$9.37M +41,009 +2%
LSV Asset Management
7
LSV Asset Management
Illinois
$402M -$22M -96,376 -5%
AQR Capital Management
8
AQR Capital Management
Connecticut
$261M -$82.6M -361,737 -24%
CIP
9
Champlain Investment Partners
Vermont
$193M +$36M +157,655 +23%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$189M +$145M +634,401 +326%
SOMRS
11
State of Michigan Retirement System
Michigan
$186M +$183M +800,100 +6,612%
EARNEST Partners
12
EARNEST Partners
Georgia
$137M -$1.63M -7,122 -1%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$123M +$3.29M +14,425 +3%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$119M +$12.8M +56,030 +12%
Goldman Sachs
15
Goldman Sachs
New York
$119M -$23.3M -102,031 -16%
Franklin Resources
16
Franklin Resources
California
$118M +$60.4M +264,400 +104%
Northern Trust
17
Northern Trust
Illinois
$113M -$19.5M -85,242 -15%
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$99.1M +$20.5M +89,827 +26%
Norges Bank
19
Norges Bank
Norway
$94.3M – – –
DSC
20
Donald Smith & Co
New York
$86.8M -$1.12M -4,895 -1%
Wells Fargo
21
Wells Fargo
California
$77.9M -$7.66M -33,507 -9%
Invesco
22
Invesco
Georgia
$77.7M +$7.05M +30,848 +10%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$76.7M -$52.3K -229 -0.1%
Allianz Asset Management
24
Allianz Asset Management
Germany
$74.8M -$4.73M -20,692 -6%
Lord, Abbett & Co
25
Lord, Abbett & Co
New Jersey
$65.4M +$13.4M +58,690 +26%
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